Ray Dalio

Ray Dalio Bridgewater Associates

AUM $25.5B
1-Year Est. Return 29.73%
 

Ray Dalio is the founder of Bridgewater Associates, one of the world’s largest hedge funds, known for its unique “principles-based” culture and systematic investment approach. Dalio’s investment philosophy emphasizes diversified portfolios, risk parity, and the importance of understanding economic cycles in shaping investment decisions. He has authored several books, including “Principles: Life & Work,” in which he details his management philosophies, personal experiences, and life lessons.

This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.8B
AUM Growth
-$514M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$187M
2
+$77.8M
3
+$19.6M
4
RTX icon
RTX Corp
RTX
+$14.9M
5
UPS icon
United Parcel Service
UPS
+$14.7M

Top Sells

1
+$363M
2
+$35.6M
3
+$15.1M
4
VTR icon
Ventas
VTR
+$14.6M
5
CAG icon
Conagra Brands
CAG
+$12.8M

Sector Composition

1 Technology 2.59%
2 Energy 1.96%
3 Materials 1.29%
4 Consumer Discretionary 1.01%
5 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.62M 0.02%
30,061
+10,442
152
$2.6M 0.02%
+57,106
153
$2.58M 0.02%
51,803
-173,364
154
$2.56M 0.02%
78,300
-130,030
155
$2.55M 0.02%
56,447
-35,163
156
$2.51M 0.02%
47,453
-37,900
157
$2.49M 0.02%
40,751
-56,900
158
$2.44M 0.02%
+46,698
159
$2.35M 0.02%
464,100
+18,700
160
$2.35M 0.02%
+79,999
161
$2.33M 0.02%
20,944
-23,682
162
$2.28M 0.02%
+28,000
163
$2.26M 0.02%
19,826
-19,900
164
$2.17M 0.02%
32,000
-26,866
165
$2.13M 0.02%
48,726
+22,000
166
$2.08M 0.02%
41,125
-10,800
167
$2.07M 0.02%
15,666
+1,242
168
$2.05M 0.02%
21,300
+13,573
169
$2M 0.02%
20,400
+3,717
170
$1.99M 0.02%
31,380
+28,471
171
$1.94M 0.02%
26,526
-4,572
172
$1.92M 0.02%
+75,863
173
$1.9M 0.01%
50,103
+13,803
174
$1.88M 0.01%
33,100
175
$1.84M 0.01%
+50,212
5 6
7
8 9